DWM
Diversify Wealth Management’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Buy |
3,484
+84
| +2% | +$6.07K | 0.02% | 480 |
|
|
2025
Q1 | $223K | Buy |
+3,400
| New | +$223K | 0.02% | 477 |
|
|
2024
Q4 | – | Sell |
-3,117
| Closed | -$207K | – | 536 |
|
|
2024
Q3 | $207K | Sell |
3,117
-493
| -14% | -$32.8K | 0.02% | 449 |
|
|
2024
Q2 | $253K | Buy |
+3,610
| New | +$253K | 0.03% | 383 |
|